Fred Sloan
Investment adviser representative at Captrust
15 yearsExperience
4 statesRegistered in
CFADesignation
$1.2TFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- CaptrustNov 2018 to now
- Capfinancial Partners, LLC (captrust)Oct 2018 to now
- Klein & CompanyOct 2012 to Mar 2019
- Excelsior Opportunity AdvisorsJan 2012 to Sep 2019
- Excelsior Opportunity ManagementJan 2012 to Sep 2019
- Excelsior Management, LLCJun 2011 to Sep 2019
- Fc Equities, Ltd.Jun 2011 to Sep 2019
- First Capital Consulting, Inc.Jun 2011 to Sep 2019
- Fce Group, Inc.Jan 2011 to Sep 2019
- First Capital Equities, Ltd.Jan 2011 to Sep 2019
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 4 states (FL, NC, NY, TX).
Captrust
Legal name: Capfinancial Partners, LLC
$1.2TAssets managed
41,750Clients
951Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4355498
- Firm CRD
- 175112